Our Advisors About Wingate Wealth Advisors Jeffrey H. White, CFP® Financial Advisor, Partner Gary Pomerantz, CFP® Financial Advisor, Partner Matthew A. Lasker, CFP® Financial Advisor, Partner John Slupski, CFP® Financial Advisor, Partner Carol Khouri, CFP®, CDFA™, CeFT® Financial Advisor, Principal Women’s Financial Help Principal / Founder Peter Frailey, CFP® Financial Advisor Teo Ferreira, CFP® Senior Financial Advisor Andi McNamara, CFP® Director of Financial Planning Our Staff Joseph Evangelista Director of Investment Research and Trading Susan Hanna CeFT® Client Relationship Administrator Gail Kenny Client Relationship Administrator Chris Bekel Associate Advisor Carol Neal Receptionist Carol Newman IACCP® Compliance Officer Jennifer Roberts Director of Marketing Kara Sullivan Corporate Accountant Sue Wilkinson Office Manager Jake Horowitz Client Relationship Administrator / Portfolio Analyst Lianna Deprey Client Service Manager Marina Muehlke Paraplanner Rachel Shilts Client Relationship Administrator Michael Daskalakis Client Relationship Administrator